Preview of Custom Indexing Business Transition Planning
Selling a Business

Plan Ahead for
Capital Events

Selling a business comes with a significant tax burden, but with the right planning, advisors can help clients minimize the impact. Orion Custom Indexing allows you to implement a "Loss Harvesting Only" strategy, systematically building a tax loss reserve over time to offset the capital gains from a future sale. This proactive approach helps reduce tax liability and preserve more of your client’s wealth.

Explaining this strategy to clients can be complex, but our resource makes it easy. With clear language, a step-by-step framework, and compelling visuals, you’ll have everything you need to demonstrate the value of tax-aware investing — empowering clients to take action and plan with confidence.

What You'll Discover

  • How to help clients proactively manage the tax impact of a business sale.
  • The application of Orion Custom Indexing’s "Loss Harvesting Only" strategy.
  • A clear framework for explaining the benefits to your clients.

Who Should Read This?

  • Financial advisors with clients preparing for a business transition.
  • Advisors seeking personalized, tax-efficient strategies for high-net-worth investors.
  • Wealth managers looking to help clients keep more of what they’ve built.

Why This Resource Is so Valuable for Advisors

Provide clients with a strategic, tax-aware approach to planning for their business sale. Make it simple to explain how harvesting losses today can create future tax savings, positioning you as the advisor who helps them stay ahead of tax challenges and preserve their wealth.

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Your Clients Deserve
A Smarter Tax Strategy

Help your clients plan for a tax-efficient business sale. Download this resource now to learn how Orion Custom Indexing can make a difference.

Download Now

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Custom Indexing is an investment strategy wherein a portfolio is managed to mimic an index or other portfolio, while taking into account the tax position, holdings, and individual investing preferences of a client. The performance of a portfolio using custom indexing may vary significantly from the target index (referred to as tracking error or tracking difference), and this variance may increase with greater customization within a portfolio.

Tax-loss Harvesting is a process by which securities trading at unrealized losses are sold to realize a taxable loss. Proceeds from the sales are then used to reinvest in alternate securities to maintain market exposure. Tax-loss Harvesting can be used as a strategy to offset realized gains from other investments and/or carried forward to later calendar years to offset future taxable gains.

Information contained herein is not intended to constitute accounting, legal, tax, security, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Orion Portfolio Solutions, LLC does not render tax, accounting, or legal advice.